Tyco... - 500 Beiträge pro Seite

[salomon_1]

Hallo ,
Ich bin ziemlich neu hier im Board, verfolge aber schon seit ca
8 Wochen dieses Board und möchte jetzt auch mal meinen "Senf"
dazugeben.
Wieso wird eigentlich Tyco so wenig Aufmerksamkeit geschenkt?
Letzten Freitag +11,99% ! Ich finde, sowohl charttechnisch
(Kopf Schulter Formation, Aufwärtstrend)als auch fundamental
ist Tyco ein prima Wert.Er hat die Widerstandslinie von 40€
deutlich durchbrochen und befindet sich klar auf dem Weg nach oben.

Wie seht Ihr das? Wäre sehr dankbar für regen Meinungsaustausch.

Gruß
salomon_1

[Pur Dray]

kann mich nur anschliesen. Habe zwar nur eine geringe Anzahl als beimischung gekauft,
aber das Kursziel von 65 $ bzw. geflüsterte 90 $ ist schon interessant. Nur für Neueinsteiger ist der Einstieg n.m. Meinung zu spät. Zu hohe Rückschlaggefahr.

MFG
PUR DRAY

[mirus]

Hi, an alle!

Super-news von Tyco:

TYCO INTERNATIONAL <TYC.N> ESTABLISHES VENTURE CAPITAL UNIT, TYCO VENTURES
REUTERS
Rtr 08:23 03-14-00

Tyco International Launches Venture Capital Unit
PEMBROKE, Bermuda, March 14 /PRNewswire/ -- Tyco International Ltd. (NYSE: TYC: BSX; LSE: TYI), a diversified manufacturing and service company, announced that it has established Tyco Ventures, a venture capital operation whose mission is to identify and invest in emerging companies and technologies that will enhance Tyco`s core business activities and stimulate growth opportunities. Initially, Tyco Ventures is investing with a focus on communications, healthcare and emerging technologies.
"Tyco Ventures provides Tyco International with the opportunity to earn strong returns on invested capital while creating a window into the exciting growth opportunities afforded by emerging technologies, products and companies developing outside Tyco," said Dennis Kozlowski, Tyco`s Chairman and Chief Executive Officer.
"Tyco Ventures seeks out investments in communications, healthcare, emerging technologies and other business areas where Tyco has a significant business presence or interest," according to Richard A. Kashnow, Executive Vice President of Tyco International (US) Inc. and President of Tyco Ventures. "Tyco`s strong technical and business resources give us an advantage in identifying and developing opportunities. In addition to direct investments, Tyco Ventures also plans to work extensively with other venture capital firms," Mr. Kashnow added.
Tyco Ventures has offices at 313 Constitution Drive, Menlo Park, CA 94025 (telephone [phone]).
Richard A. Kashnow, President of Tyco Ventures, joined Tyco in August 1999. He was formerly Chairman, CEO and President of Raychem Corporation, a Silicon Valley-based public company that was acquired by Tyco in August. Mr. Kashnow, who was also with General Electric for 17 years, holds a Ph.D. in solid-state physics from Tufts University.
Tyco International Ltd., a diversified manufacturing and service company, is the world`s largest manufacturer and servicer of electrical and electronic components and undersea telecommunications systems, the world`s largest manufacturer, installer, and provider of fire protection systems and electronic security services, has strong leadership positions in disposable medical products, plastics and adhesives, and is the largest manufacturer of flow control valves. The Company operates in more than 80 countries around the world and had fiscal 1999 revenues in excess of $22 billion.

Gruß - mirus

[salomon_1]

Hallo mirus,

Vielen Dank erst mal für Deine Mühe und Deinen Beitrag!
Da ich leider in der englischen Sprache nicht mehr so bewandert bin,
würde ich Dich gerne um eine kurze Inhaltsangabe Deines Beitrages in
deutscher Sprache bitten, so in drei oder vier Sätzen, wenn möglich.
Für Deine Mühe Danke im voraus

Gruß salomon_1

[mirus]

Hi, Salomon!

Tyco International hat TYCO VENTURES ins Leben gerufen - Venture Capital Firma. Ziel: Geld verdienen - stark wachsende Möglichkeiten durch innovative Firmen - Entwicklung neuer Produkte und Technologien. Geschäftsfeld: Kommunikation, Gesundheit, neue Technologien und Bereiche, die direkt für Tyco interessant sind.
Direktbeteiligung von Tyco an Tyco Ventures + auch enge Kooperationen mit anderen Venture Capital-firmen geplant.
Boß von Tyco Ventures: Mr. Kashnow (vorher Chef bei Raychem - bereits von Tyco übernommen, August 99)

Also, freuen wir uns auf weiterhin steigende Kurse.
Gruß - mirus

[mirus]

Hi, an alle!

Soeben "gefunden":
Salomon Smith Barney
Tyco International Kursziel $65 Datum : 13.03.2000 Zeit :08:56

Die Analysten von Salomon Smith Barney haben das Kursziel für die Aktie des US-Unternehmens Tyco International Ltd. (WKN: 907902, TYC) angehoben.
Analyst Jeffrey Sprague sagte, daß er in den nächsten Monaten einen Kurs von $65 erwarte. Bisher sei er von $50 ausgegangen. Zudem hebe er die Gewinnschätzung für 2000 von $2,10 auf $2,20 an.
Das Jahr 2001 sollte dann ein Ergebnis von $2,60 (zuvor: $2,50) bringen.

Aufgrund der sich besser als entwickelnden Trends in den Segmenten Telecom & Electronics und Fire & Security bekräftige man die Kaufempfehlung. Die Einheit M/A-Co von Tyco, welche Halbleiter für Hochgeschwindigkeitsweichen produziere, könnte zu einem Wertsteigerungsvehikel werden. Man denke hier
z.B. an eine Börsengang der Sparte. Das Unternehmen könne dann mit
mehreren Mrd. Dollar bewertet werde, auch wenn man einen substanziellen Abschlag im Vergleich zu Konkurrenten wie Triquint Semiconductor Inc. (TQNT) oder RF Micro Devices Inc. (WKN 907250, RFMD) in Erwägung ziehe.

Gruß - mirus

[salomon_1]

Hi mirus,

Deinen Beitrag finde ich sehr gut!Vielen Dank! Vielleicht kannst Du mir ja mal nen Tip
geben wie man an solche Infos kommt.
Tyco war ja von der Korrektur in dieser Woche nur sehr, sehr wenig betroffen.
Nun geht`s ja schon wieder gen Norden.Der Chart sieht ebenfalls noch sehr gut aus.
Wenn dann auch noch die News passen... Na, dann laßt uns mal freuen.
Ich bin jedenfalls fest überzeugt davon.

Gruß salomon_1

[wendi]

Hallo,
Tyco ist ein absolutes Langzeitinvest. Schaut euch mal den Chart über 5 o. 10 Jahre an. Der ( unberechtige ) Einbruch auf Basis der angeblichen Bilanzunregelmäßikeiten hat den Wert stark runtergeprügelt, in der Zeit habe ich kräftig nachgekauft. Die 65 bis Ende 00 würden mich schon sehr freuen, das wären immerhin 100% in einem Jahr ( Steuerfrei) und das mit einem konservativen Wert.

[mirus]

Hi, Salomon_1!

Tolle Info-Quelle:
www.bloomberg.com
für Tyco gib TYC ein - Kurs

rechts oben "go"

und dann kommt der chart und die Nachrichten

(scroll ganz runter - dort sind noch jede Menge versteckt - habe sie bis heute auch übersehen .... nobody is perfect - net woar?)

Schönes Wochende
Gruß - mirus

[STONE59]

Hallo Tyco - Freunde !
Nun Tyco ist einer meiner konservativen Werte ...und Ich wurde nicht enttäuscht !
Bin bei Tyco schon länger drinnen. Finde den Kursanstieg seit 30E mehr als nur mittelmäßig !
Schöner Trendkanal !...weniger steil wäre auch kein Fehler .
Die 50 wird eine große und wichtige Hürde ...man sollte Ihr etwas Zeit lassen !
eine kleine Abkühlung in die 45er Zone ist kein Beinbruch ganz im Gegenteil .

Grüße stone59

[gino2000]

hi tyco freunde,

ich kenne den europa-manager persönlich, da die tyco europa zentrale direkt vor meiner haustüre steht. also wenn ihr mal fragen habt, dann schreibt mir einfach eine mail über WO

[mirus]

Hi, an alle!

Und wieder ne tolle Meldung:

Tyco ist unter den ersten 10! auf Barron`s Liste der sich best entwickelnden Technologie-Firmen für Anleger Barron bewertete 500 Firmen nach Markt-Kapitalisierung, Aktienentwicklung usw.:

Broadcom, PMC-Sierra named among top cos by Barron`s
NEW YORK, April 23 (Reuters) - Technology companies led a list compiled by Barron`s on Sunday of the best performing corporations for investors.
Broadcom Inc. <BRCM.O>, the largest maker of semiconductors used for Internet access via cable-TV lines, topped Barron`s list, which graded the 500 largest companies in terms of market capitalization.
Barron`s reviewed the corporations based on stock-market performance, top-line revenue growth, a metric labeled CFROI that measures real cash returns on the capital invested in a company, stripped of the effects of inflation and accounting practices, and forecast CFROI for this year.
The article estimated that Broadcom`s chips are now in more than 80 percent of cable modems, digital cable TV set-top boxes and local area network switches sold around the world, "making the company one of the key beneficiaries in the continuing seismic shift in communications technology."
PMC-Sierra <PMCS.O>, another communications chip maker, won second place on Barron`s list, followed by software companies Oracle Corp. <ORCL.O> and Veritas Software <VRTS.O> and high-speed data storage equipment maker QLogic Corp. <QLGC.O>.
The following is a list of the top 25 companies on the Barron`s list:
Broadcom Inc. <*!BRCM!*.O>
PMC-Sierra <*!PMCS!*.O>
Oracle Corp. <*!ORCL!*.O>
Veritas Software <*!VRTS!*.O>
QLogic Corp. <*!QLGC!*.O>
Comverse Technology <*!CMVT!*.O>
Celestica Inc. <*!CLS!*.N>
Tyco International <*!TYC!*.N>
Mercury Interactive <*!MERQ!*.O>
Medtronic Inc. <*!MDT!*.N>
Altera <*!ALTR!*.O>
Qiagen NV <QGENF.F
United Healthcare <*!UNH!*.N>
Infinity Broadcasting <*!INF!*.N>
ASM Lithography Holding <ASML.AS <*!ASML!*.O>
CBS Corp <*!CBS!*.N>
RF Micro Devices <*!RFMD!*.O>
Applied Micro Circuits Corp. <*!AMCC!*.O>
Applied Materials Inc. <*!AMAT!*.O>
Network Solutions <*!NSOL!*.O>
Paychex Inc. <*!PAYX!*.O>
Qualcomm Inc. <*!QCOM!*.O>
Biovail Corp. <BVF.TO
Lernout & Hauspie Speech Products NV <*!LHSP!*.O> <LHSP.ED
MicroStrategy Inc. <*!MSTR!*.O>
MORE
Rtr 12:58 04-23-00

Gruß - mirus

[mirus]

Hi, an alle!

Schon gesehen? Bei Tyco gibt`s wieder "Block Trades":

BLOCK TRADE - Tyco International <TYC.N> 203,000
at 47, up 2 5/8, crossed by Warburg Dillon Read

REUTERS

Rtr 12:36 04-25-00

Gruß - mirus

[gino2000]

hi mirus,

die komplette Verwaltung von Tyco wird nun auch noch vor meine Haustüre verlegt
morgen ist Spatenanstich

mfg und hoffentlich ein dicker TYCO-Palast als Nachbar,

gino

[mirus]

Hi, an alle!

Der Thread schläft ein - warum? TYCO ist doch super!

Nachricht von TYCO:

Kurz und bündig: AMP NETCONNECT, Tochter von TYCO Elektronics bzw. TYCO International hat die Schallmauer von 2 Millionen Stk. von MT-RJ fiber optic connectors durchbrochen (entspricht 4 Mio "einfacher" "Verbindungen"). Dieses Teil ist ein Super-Stecker!

Original: (Quelle:Nasdaq):

AMP NETCONNECT Surpasses 2 Million Shipments for MT-RJ Connector

HARRISBURG, Pa., May 10 /PRNewswire/ -- AMP NETCONNECT, a part of the Tyco Electronics unit of Tyco International Ltd. (NYSE: TYC, LSE: TYI, BSX: TYC), today announced that shipments of its highly popular MT-RJ fiber optic connector have surpassed the 2 million mark, equivalent to over four million simplex connectors. With today`s announcement, AMP NETCONNECT has established itself as a major provider of the industry-leading small-form factor connector -- the MT-RJ.
The connector is a critical component of the AMP MT-RJ fiber-optic system that redefines the cost, size, and ease-of-use factors associated with fiber optic cabling infrastructures. The connector itself is designed to offer the same ease-of-use and similar form factor as the RJ-45 modular plug and jack while providing significant size advantages. In addition to working with the fiber-based AMP NETCONNECT SOLARUM System, the AMP MT-RJ connector can be used as a standalone component with a customer`s current cabling system.
"Since its introduction in 1998 the AMP MT-RJ connector has proven its ability to make horizontal and backbone fiber-optic cabling plants more cost-effective in three primary areas," said Tony Beam, director, global systems marketing for AMP NETCONNECT. "The first is reduced material costs. The MT-RJ utilizes a duplex ferrule for both fibers versus two individual ferrules while at the same time utilizing industry-standard fiber and cable. The second is lower installation time and labor. Fiber termination is epoxyless and polish-free. Our connector doesn`t require specialized hardware or tools, and in the unlikely event of an improper termination, it can be re-used. And third is increased optical fiber port density which reduces the per-port-cost of optical networking electronics, including Gigabit Ethernet equipment. In fact, its small form factor actually doubles the port density of fiber hubs and patch panels."
Supporting standard singlemode and multimode fiber optic cable, the AMP MT-RJ connector uses a form factor that is similar to its copper counterpart. This is significant since component manufacturers of patch panels, wall plates and other infrastructure hardware continue to integrate MT-RJ connectors in their product line with minimal tooling changes.
To make fiber-to-the-desk installations more practical and affordable, the AMP MT-RJ connector system has eliminated a great deal of the complexity previously associated with terminating fiber in the field, especially at the wall outlet. Crimping, adhesives, polishing, consumables, and material disposal have all been eliminated. Now, fiber-terminated and tested cable assemblies are used to connect equipment to patch panels or enclosures, and wall outlets to computers and other equipment. History of the MT-RJ System
The MT-RJ system, which includes transceivers, connectors, connecting hardware, and cable to provide a comprehensive end-to-end solution, was created by a group of leading suppliers of fiber-optic components. This includes AMP NETCONNECT, Agilent Technologies, USConec, Siecor, and Fujikura. The system was designed from the transceiver on the hub in the wiring closet, through the cabling infrastructure, to the transceiver on the PC network interface card to significantly improve the cost and installation factors for fiber optic networks.
Leading network electronics suppliers designing and shipping the MT-RJ system with their next-generation switches and routers include Cisco, 3Com, Cabletron Systems, Marconi (formerly Fore Systems), Nortel Networks, Xylan Corporation, XLNT Inc., IBM, Transition Networks, Allied Telesyn International, Extreme Networks, Ascend, Canary Communications, Inc., EtherCom Inc., Foundry Networks, Gadzoox Networks, Garrett Communications Inc., HP ProCurve Networks Division, IMC Networks, Lancast, Network Peripherals (NPI), NetCom Systems, Omnitron System Technology, Racore Technology Corporation and TopLayer (formerly BlazeNet). This vast range of suppliers ensures product availability of MT-RJ electronics from 10 Mbps through 1 Gbps for network interface cards, media converters, hubs, switches, and routers.
ABOUT AMP NETCONNECT
An established worldwide leader in communications components and cabling products, AMP NETCONNECT, a part of Tyco Electronics Corporation provides a comprehensive range of products and service offerings for complete premises cabling systems. Building on core competencies in the design and manufacture of structured cabling systems based on optical fiber and twisted-pair copper cabling technologies, AMP NETCONNECT provides customers with single-source solutions based on industry standards.
ABOUT TYCO ELECTRONICS
Tyco Electronics Corporation is one of the major business units of Tyco International Ltd. (NYSE: TYC; LSE: TYI; BSX: TYC). Tyco Electronics is the world`s leader in electrical, electronic and fiber-optic connectors and interconnection components and systems. It has facilities located in over 50 countries serving customers in the automotive, computer, communications, consumer electronics, industrial and power industries. With its headquarters in Harrisburg, Pennsylvania, USA, it is the largest passive electronics components supplier in the world, providing advanced technology products from its AMP, Elcon, Elo Touchsystems, HTS, M/A-COM, Madison Cable, OEG, Potter & Brumfield, Raychem, Schrack and Simel brands.
ABOUT TYCO INTERNATIONAL
Tyco International Ltd., a diversified manufacturing and service company, is the world`s largest manufacturer and servicer of electrical and electronic components and undersea telecommunications systems. It is the world`s largest manufacturer, installer, and provider of fire protection systems and electronic security services and the largest manufacturer of flow control valves. Tyco has strong leadership positions in disposable medical products, plastics, and adhesives. The Company operates in more than 80 countries around the world and had 1999 revenues of $22.5 billion.

AMP, AMP NETCONNECT, NETCONNECT, SOLARUM and Tyco are trademarks. Other trademarks used are the property of their respective owners.
/CONTACT: Jeffrey Sommer of Tyco Electronics Corporation, 717-985-2097, [e-mail]; or Kimberly Hathaway of Dave Communications, LLC, 415-563-5972, or [e-mail]/

Gino2000, was tut sich auf der Baustelle?

Gruß - mirus

[mirus]

Hi, an alle!

Kein Interesse mehr an Tyco? Tut sich so viel - stelle wieder etwas rein:

Quelle: Bloomberg

1.) Kaufempfehlung für Tyco
Tyco International Reiterated `Strong Buy` at ING Barings
By Lindsey Mackay Princeton, New Jersey, May 23 (Bloomberg Data) -- Tyco International Ltd (TYC US) was reiterated ``strong buy`` by analyst Wendy Caplan at ING Barings.

2.) Tyco fiel gestern um über 6,6% nach der Bekanntgabe der Klagseinreichung: Global Crossing klagt Tyco wegen gestohlener Geschäftsgeheimnisse, die Tyco an den direkten Konkurrenten von Global, nämlich Telefonica SA weitergeben haben soll. Klagebetrag: 1 Mrd.(wenn ich`s noch richtig in Erinnerung habe); Tyco stellt richtig, daß ihm bis jetzt keine Klageabschrift vorliegt, und gibt an, daß Global sich dadurch vor der Bezahlung offener Rechnungen "drücken" will.

Tyco Falls After Global Crossing Sues Over Secrets (Correct)
By Rachel Layne Exeter, New Hampshire, May 23 (Bloomberg) -- Shares of Tyco International Ltd. fell as much as 6.6 percent after the world`s largest maker of undersea fiber-optic cable was sued yesterday by Global Crossing Ltd. for allegedly stealing trade secrets.
Tyco fell 1 5/16 to 42 9/16 in late morning trading, after
earlier falling as low as 41. Global Crossing fell 1 21/64 to 26
11/16, after dropping as much as 10 percent.
Global Crossing, a designer and operator of underwater fiber-
optic systems, said it retained Tyco Submarine Systems Ltd. in
1998 and provided it with trade secrets to build a fiber-optic
network circling South America. The company alleges that Tyco
shared information with Global Crossing`s rival, Telefonica SA,
which set out to develop its own system.
Tyco, based in Bermuda and run from Exeter, New Hampshire,
said Global Crossing is trying to avoid paying for work done by
its undersea fiber-optic unit.
The suit comes as Tyco plans to sell shares to the public in
the unit, now called TyCom. Tyco sought to use the secrets to
develop its own business designing, building and operating
undersea networks, Hamilton, Bermuda-based Global Crossing claims.
3.) Tyco bringt TyCom an die Nasdaq. TyCom, ein eigener Geschäftszweig Tycos zur Entwicklung, Planung, Bau und Betrieb von Untersee-Networks. Und das beanstandet auch Global in diesem Zusammenhang.

So, ich hoffe, daß diese Infos einigen von Euch nützen.

Gruß - mirus

[mirus]

Hi, an alle!

Hier die Stellungnahme von Tyco zur Klage von Global Crossing:
Quelle: Nasdaq

Tyco sagt, daß die Klage von Global Crossing unbegründet ist - nur ein taktisches Manöver wegen der offenen Rechnungen

Tyco Says Global Crossing Complaint is Without Merit, Anti-Competitive Tyco will Proceed with Worldwide Network

PEMBROKE, Bermuda, May 23 /PRNewswire/ -- Tyco International (NYSE: TYC; LSE: TYI; BSX: TYC), today issued the following statement in response to the lawsuit and arbitration filed against its Tyco Submarine Systems Ltd. subsidiary ("TSSL") by Global Crossing Ltd.:

"Tyco International has had the opportunity to review Global Crossing`s
lawsuit against Tyco`s TSSL subsidiary. The complaint is totally without
merit. We view this action as the latest attempt by Global Crossing to
avoid payment of balances due as a result of work performed by TSSL. We
have tried to resolve this matter and we are disappointed that Global
Crossing has chosen the tactic of litigating rather than attempting to
proceed in a businesslike manner.

"This is part of a continuing effort by Global Crossing to stifle
competition in the undersea cable market. We will fight this action
vigorously and pursue all available remedies.

"Tyco remains committed in our focus to complete the TyCom Global Network
undersea fiber optic cable system."

ABOUT TYCO INTERNATIONAL
Tyco International Ltd., a diversified manufacturing and service company, is the world`s largest manufacturer and servicer of electrical and electronic components and undersea telecommunications systems. It is the world`s largest manufacturer, installer, and provider of fire protection systems and electronic security services and the largest manufacturer of flow control valves. Tyco has strong leadership positions in disposable medical products, plastics, and adhesives. The Company operates in more than 80 countries around the world and had 1999 revenues of $22.5 billion.


/CONTACT: J. Brad McGee, Senior Vice President, 603-778-9700; or Judith Czelusniak, Senior Vice President, Corporate Relations, 212-424-1308, both of Tyco International (US) Inc./

Gruß - mirus

[mirus]

Hi, an alle!

Nachfolgend das neueste vom Streit Global Crossing vs Tyco: (Quelle:Nasdaq):

UPDATE 3-Tyco stock down, plans fiber optic IPO (adds Global Crossing reaction, grafs 5-8)

BOSTON, May 23 (Reuters) - Shares in Tyco International Ltd. <TYC.N> fell 4 points or nearly 7 percent to 42-5/8 in heavy trading on Tuesday after fiber-optic networks builder Global Crossing <GBLX.O> said it had filed a $1 billion suit against the manufacturing conglomerate.

Investors also seemed to punish Global Crossing, sending shares of the Bermuda-based global fiber-optic cable network down 4-25/64 to 23-5/8 in heavy trading. More than 22 million shares of Global Crossing changed hands, about twice the usual daily trading volume in the stock.

Global Crossing`s suit filed in U.S. District Court in Manhattan Monday charging Tyco Submarine Systems, one of the company`s many subsidiaries, with fraud and theft of trade secrets is the latest legal salvo to hit the conglomerate.

Tyco in a statement said Global Crossing`s suit "is totally without merit. This is part of a continuing effort by Global Crossing to stifle competition in the undersea cable market."

Global Crossing Chief Financial Officer Dan Cohrs told Reuters, "We awarded them a $1 billion contract and approximately two weeks after we signed that contract they announced they would not only be building a competing system, but they would become 25 percent owners of the competing system.

"That amounts to a fraudulent violation of the contract and is also fraud," Cohrs said.

The dispute revolves around Tyco`s April 29, 1999 agreement to build a fiber-optic network around South America for Global Crossing. On May 11, 1999 Tyco announced it build a competing system for Spain`s Telefonica SA and took a 25 percent ownership in that deal.

"We paid Tyco $40 million and they haven`t returned it," Cohrs said, adding that officials from both companies had been talking for almost a year and that the suit was filed because there were "some statute of limitations on some of our claims."

Analysts still expect Tyco, also headquartered in Bermuda but run out of Exeter, N. H., to go ahead with its public offering of TyCom Ltd., its undersea cable unit, some time during the first three weeks in June. It will be the first IPO of a Tyco subsidiary since Tyco went on a $37 billion buying spree acquiring more than four dozen companies since 1997.

One analyst following Tyco, Lisa Shalett of Sanford C. Bernstein, said the lawsuit was "a confirmation of the risks involved when you change the focus of your company from being a supplier to becoming a competitor."

Shalett maintained a buy rating on Tyco and, according to First Call, the investment research network, 13 other analysts also rated Tyco a buy.

Indeed, TyCom anticipated such a suit in its latest registration with the Securities and Exchange Commission filed on Friday.

"Some of our current and potential customers may view our transformation to a company focused on the ownership, operation and sale of bandwidth capacity of an undersea fiber optic network unfavorably," the prospectus warned.

The filing showed Tyco expected to issue up to 50 million shares of TyCom, a unit that would focus on supplying and maintaining undersea fiber optic cables, as well as selling broadband services, for between $26 and $30 a share.

Tyco has made four dozen acquisitions totalling $37 billion since the beginning of 1997, according to Thomson Financial Securities Data.

But the company has faced criticism over its use of pooling of interest accounting. In at least two purchases, the acquired company slowed revenue growth or wrote off significant assets in the final quarter before it was bought.

The SEC is conducting an inquiry into the Tyco`s accounting practices.

In the meantime, it is facing several shareholder lawsuits consolidated before the chief federal judge in New Hampshire and a $1 billion lawsuit filed by IDT Corp. in U.S. District Court in New Jersey.

((Leslie Gevirtz,Boston newsroom, 617-367-4106; fax, 617-248-9563; e-mail, [e-mail]))

REUTERS

Rtr 19:06 05-23-00

Gruß - mirus

[haben]

tyo läuft wieder!!!!

weiss jemand was neues oder ist das auf das plus im amiland zürückzuführen ?!

Gruss
haben

[Zinfandel]

Und hoch mit dem Thread...
Als Tyco die 50 Euro deutlich überschritt, was wie ein recht starker Widerstand aussah, dachte ich der Weg auf 60 und mehr sei nun frei...
war wohl nix.

Hat der augenblickliche Druck ausschließlich mit der Klage von Global Crossings zu tun?
Von einem Kollegen hörte ich das Gerücht, dass sich Global Crossing durch diese Klage vor Milliardenforderungen drücken will, die Tyco noch an GC hat.

Ist da was dran?

Gruß, Zinfandel

[mirus]

Hi, Zinfandel!

Bin überrascht, daß noch jemand Interesse an Tyco hat. Bin daher auf aufs RB-Board ausgewichen (Top-Infos - immer auf dem neuesten Stand - komme gar nicht dazu, dort news reinzustellen ....)

Antwort: Lt. Tyco trifft dies zu. Tyco will eine Gegenklage einbringen.
IPO ist im Werden.

Gruß - mirus

[Leena]

Hi mirus!
Wie komm ich auf das RB-Board?
Danke im voraus!

Gruß

Leena

[german]

@leena

http://www.ragingbull.com

anklicken und tyc in messageboards-spider eingeben.

german

[HappyInvestor]

The Real Trouble With Tyco? Rose-Colored Glasses
CEO Dennis Kozlowski is glowing. But for how long?

Of all the stocks Wall Street loves to love, Tyco International (the industrial conglomerate--not the toy company) currently ranks among the most lovable. All but one of the 13 analysts tracking this $32 billion GE wannabe rate it a strong buy. (Even the one holdout has a buy on it.) Gushes Merrill Lynch`s Phua Young, in a report to clients: "Tyco International`s profitability is the best of any company we follow."

At first glance, it`s easy to understand such ardor. The company trades for a reasonable 16 times expected 2001 earnings--half the level of GE`s forward P/E. Management is obsessed with "shareholder value" (i.e., pushing the "P" higher) and has been buying everything in sight in an attempt to diversify Tyco into a company for all economic seasons. Earnings have remained robust, jumping 30% in the most recent quarter. In a recent Reuters poll, analysts even rated Tyco No. 1 for its communication skills. CEO Dennis Kozlowski acknowledged the praise: "It is especially gratifying to know that analysts have ranked Tyco first for plain talk." Maybe too plain. Tyco--at least in its press releases--is big on headlines and skimpy on details. And that`s where the trouble emerges.

Take the 30% earnings growth. Pretty impressive, until you look more closely at the revenue behind those earnings: A good deal came from acquisitions. What happens when the acquisitions stop--or even slow? In Tyco`s electronics group (connectors, switches, and the like), for example, less than half of the advertised 37% revenue growth came from existing operations. The rest was purchased.

To be fair, information on internal revenue growth is available (deep in the 10-Q), but profits are another matter. Investor relations chief Jack Blackstock can only estimate that earnings without acquisitions grew 25% in the most recent quarter, noting that "calculating internal profit growth is difficult and requires some judgment calls." (To which I want to scream, "If Tyco can`t figure out how its original businesses are doing, how can it assess acquisitions?")

Clearly acquisitions are an important part of Tyco`s strategy, and Kozlowski says there`ll be more of them. That brings us to the next problem: Tyco`s ability to pay for those purchases. To buy more companies (and more growth) and to service its $18 billion of debt (which cost Tyco nearly $400 million in the six months ended in March), the company needs cash--or more specifically, what`s known as "free cash flow." (Tyco defines it as cash flow from operations, minus capital spending and dividends.) An April earnings release trumpeted "free cash flow in excess of $1.0 billion"--more than double the prior quarter`s. But again, a closer look at the release reveals that the number is not quite as good as it seems: Farther down, the company notes that the figure does not include $440 million spent by Tycom, a subsidiary that is building an undersea network of communications cables. C`mon, guys! Tyco owns nearly 90% of Tycom. Capital spending for Tycom is no different from capital spending for Tyco! Blackstock says Tyco breaks out the two because "it is more meaningful to disaggregate the discussion of our cash flow between our ongoing industrial operating results and our decision to build a global sub-sea network." He adds that Tyco isn`t trying to "confuse" anybody. Maybe not, but $1 billion looks a lot better than $660 million. Sounds more like double talk than plain talk!

Finally, there`s the pending acquisition of CIT, a second-tier financial services company. CIT has long been a favorite of short-sellers, partly because it lends to small businesses, a risky undertaking in a slowing economy. More troubling, though, is the company`s plan to use CIT to finance purchases by Tyco customers. Haven`t they seen the mess companies like Lucent got into with vendor financing? Sure, but Blackstock insists Tyco won`t suffer the same fate, because of the strong discipline CIT maintains.

Maybe he`s right. Maybe Tyco is different--and maybe Tyco really will go on, over time, proving skeptics (like me) wrong. In the meantime, don`t expect to see the analysts ding the company for the issues raised here. As long as Tyco is infatuated with takeovers, which generate fees for the investment banks that employ many of these analysts, your best bet is that love will be blind.

[NeoVsMatrix]

Also als persönlich Betroffener einer Übernahme durch Tyco Electronics kann ich Euch nur so viel zu deren Firmenstrategie sagen:
Wenn ihr Euch mal die Homepage von Tyco anseht, werdet ihr jede Menge Press Releases zu Übernahmen finden. Das dürften in den letzten 3-4 Jahren gut und gerne 70 Stück gewesen sein. Woher die Kohle dafür kommt, weiss ich zwar bis heute nicht, klar ist - wie gesagt aus persönlicher Erfahrung -aber eins:
Tyco kauft komplette Unternehmen, nicht zuletzt auch Weltmarktführer und Konzerne wie AMP, die aufgrund ihrer breit gefächerten Ausrichtung (ähnlich wie Siemens bis vor einigen jahren) natürlich immer hervorragend in die Unternehmensstrategie passen (klar, wer ALLES macht, kann auch ALLES gebrauchen). Anschliessend wird in Windeseile das fast komplette Management ausgetauscht (ich habe noch nie so schnell so viele Führungskräfte "verschwinden" sehen), mit Verlagerung oder Einstellung ganzer Produktionszweige wird ein immenser Personalabbau umgesetzt (sozial verträglich, versteht sich, mit Abfindungen sind die nicht kleinlich).
Im auf die Übernahme folgenden jahr kann Tyco dann für ihre zugekauften Unternehmen aufgrund der erheblich geringeren Personalkosten i.d.R. gigantische Gewinnsteigerungen präsentieren. Das spätestens im darauffolgenden Jahr dieser Personalabbau sich auch auf die Produktqualität und den gesamten Umsatz auswirkt, spielt in diesem Moment jedoch keine Rolle. und wenn das dann akut wird, hat TYCO durch weitere Zukäufe bereits wieder ausreichend good news produziert, um von diesen "kleinen Schwierigkeiten (im Volksmund auch "operatives Geschäft" genannt) abzulenken.

Kein Frage, bisher funktioniert das Konzept von TYCO hervorragend, jedes Quartal neue Gewinnsteigerungen, ständig wachsende Börsenbewertung. Ich halte das jedoch für eine gigantische Seifenblase, die irgendwann platzen wird. Bis dahin lässt sich damit sicher auch für Anleger Geld verdienen.
Nur wie lange... und wenn das Kartenhaus erst einmal zusammen bricht, dann richtig. Und wenn jemand bei seinen Investments auch sowas wie ethische Gesichtspunkt betrachtet, dann kann man mit Blick auf die Auswirkung eines solchen Vorgehens auf den Produktionsstandort Deutschland sicherlich nicht mit gutem Gewissen in diesen Wert investieren.
good trades Euch allen
Neo

[NobbiSorglos]

Hi Neo,
Warst Du bei Raychem oder TotalWalther?
Grüsse
NobbiSorglos

[NeoVsMatrix]

@Sorglos
Hi ! weder noch, ich war bei dem Siemensbereich "EC", der Ende 1999 für 2 Mrd DM an Tyco über den Tisch ging (14000 Mitarbeiter an 40 Standorten weltweit).
Bin zwar heute nicht traurig, aufgrund der Übernahme Siemens verlassen und den job gewechselt zu haben, dennoch bleibt meine Meinung zur Firmenpolitik TYCOs unverändert. Gruss, NEO